See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EFS ADVISOR4 years Filed as: EFS ADVISORS Service code 26 1995 E RUM RIVER DRIVE S · CAMBRIDGE, MN 55008 | Advisory (Participants) | $56,995 |
PENSERV PLAN SERVICES, INC.10+ years Service code 15 PO BOX 3109 · WEST COLUMBIA, SC 29171 | Recordkeeping | $17,020 |
LT TRUST COMPANY9 years Filed as: MG TRUST COMPANY LLC Service code 19 · EIN 75-3182674 | Securities Custodian | $8,485 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,063 | $60,261+36.2% | $81,783+0.3% | $74,546+10.1% |
| Participation rate | 92.0% | 62.9%+29.1pp | 72.4%+19.6pp | 67.2%+24.8pp |
| Annual return | 14.07% | 16.88%-2.8pp | 775.05%-761.0pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $2,494 | $2,622-4.9% | $2,913-14.4% | $2,624-5.0% |
| Participant deferral / active EE | $7,167 | $3,388+111.5% | $4,320+65.9% | $4,347+64.8% |
| Admin fee / account holder | $312 | $1,482-78.9% | $7,380-95.8% | $1,944-83.9% |